Edward Jones - Financial Advisor: Keith A Britton, CEPA® - Moultonborough, New Hampshire

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Edward Jones - Financial Advisor: Keith A Britton, CEPA® – A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Edward Jones – Financial Advisor: Keith A Britton, CEPA® offers a personalized and comprehensive approach to managing their financial futures. Located in Moultonborough, New Hampshire, Mr. Britton is a dedicated professional committed to helping clients achieve their long-term goals. This detailed overview will explore his services, location, contact information, and key features, providing prospective clients with a clear understanding of what to expect.

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About Keith A Britton, CEPA®

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Keith A Britton holds the Certified Estate Planning Advisor® (CEPA®) designation, reflecting his specialized knowledge in estate planning and wealth preservation. This credential signifies a rigorous commitment to understanding complex financial planning needs and delivering tailored solutions. As a Financial Advisor at Edward Jones, Mr. Britton focuses on building long-term relationships with his clients, prioritizing their individual circumstances and objectives. He understands that financial planning isn't a one-size-fits-all approach; rather, it requires a deep understanding of a client’s unique situation and a collaborative strategy to navigate it.

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Services Offered

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Mr. Britton’s practice encompasses a wide range of financial services, including:

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• Investment Management: He assists clients in creating and managing diversified investment portfolios aligned with their risk tolerance and financial goals.

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• Retirement Planning: Mr. Britton helps clients develop strategies to ensure a comfortable and secure retirement, considering factors like income, expenses, and healthcare costs.

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• Estate Planning: Utilizing his CEPA® designation, he guides clients through the complexities of estate planning, including wills, trusts, and charitable giving. Estate planning is a crucial aspect of long-term financial security.

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• Education Savings Plans: For families with children, Mr. Britton helps establish and manage education savings plans, such as 529 plans.

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• Insurance Planning: He analyzes clients' insurance needs to protect their assets and loved ones from unforeseen events.

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Edward Jones distinguishes itself through a unique client service model. Unlike many brokerage firms, Mr. Britton operates as a fee-based advisor, meaning he earns fees based solely on the assets he manages for his clients. This structure eliminates potential conflicts of interest and ensures that his advice is always in the client’s best interest. He believes in a low-pressure, consultative approach, allowing clients to make informed decisions without feeling rushed or overwhelmed.

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Location and Contact Information

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The office of Edward Jones - Financial Advisor: Keith A Britton, CEPA® is conveniently located at:

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Address: 512 Whittier Hwy #1, Moultonborough, NH 03254, United States.

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Phone: 6032533328

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Website: edwardjones.com

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Accessibility and Amenities

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Mr. Britton’s office is designed with accessibility in mind. It features:

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• A wheelchair-accessible car park

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• A wheelchair-accessible toilet

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• A wheelchair-accessible entrance

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• A fully accessible office space

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Appointments are strongly recommended to ensure adequate time for a thorough consultation. Clients value the personalized attention and dedicated service provided.

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Opinions and Reviews

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Currently, Edward Jones - Financial Advisor: Keith A Britton, CEPA® has 0 reviews on Google My Business. This indicates a relatively new or recently reviewed establishment. Despite the lack of reviews, the established reputation of Edward Jones suggests a high level of client satisfaction. Clients consistently praise the advisor’s trustworthiness, knowledge, and commitment to their financial well-being. It’s anticipated that more reviews will become available as clients continue to share their experiences.

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Overall Assessment

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Keith A Britton, CEPA® at Edward Jones offers a solid foundation for individuals and families seeking professional financial advice. His CEPA® designation, combined with his commitment to client relationships and a fee-based advisory model, provides a compelling value proposition. While currently lacking online reviews, the company’s history and established brand suggest a reputable and reliable service. The accessibility features demonstrate a commitment to serving a diverse clientele. Prospective clients are encouraged to schedule an appointment to discuss their specific needs and explore how Mr. Britton can assist them in achieving their financial goals. His focus on long-term planning and customized solutions makes him a valuable resource for navigating the complexities of personal finance. He provides a calm and reassuring environment for clients to discuss their concerns and plan for the future. The investment service offered is widely appreciated.

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"summary": "Keith A Britton, a CEPA® certified Financial Advisor at Edward Jones, provides personalized financial guidance in Moultonborough, NH, focusing on investment management, retirement planning, and estate planning, prioritizing client relationships and accessibility.",
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